Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 90
- 較 2023 年第 1 季 −3
- 總值
- $1.51 億
- 較 2023 年第 1 季 +$774.5 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 390,509 | $2,045 萬 | 13.6% | −1,558−0.4% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 160,162 | $1,163 萬 | 7.7% | +15,005+10.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 162,618 | $838.0 萬 | 5.6% | +11,610+7.7% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 163,204 | $818.8 萬 | 5.4% | +5,420+3.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 170,357 | $706.1 萬 | 4.7% | +9,248+5.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 162,880 | $580.7 萬 | 3.9% | +4,218+2.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 72,269 | $546.8 萬 | 3.6% | +2,000+2.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,121 | $514.9 萬 | 3.4% | +119+0.8% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 69,685 | $506.5 萬 | 3.4% | +5,962+9.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 57,088 | $427.9 萬 | 2.8% | +4,899+9.4% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 81,187 | $383.0 萬 | 2.5% | +1,439+1.8% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 45,094 | $356.4 萬 | 2.4% | +8,004+21.6% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 44,179 | $313.8 萬 | 2.1% | +1,241+2.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 71,055 | $311.2 萬 | 2.1% | +132+0.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,663 | $214.7 萬 | 1.4% | +12+0.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,980 | $213.0 萬 | 1.4% | −926−7.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,746 | $208.6 萬 | 1.4% | +51+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 48,003 | $201.9 萬 | 1.3% | +2,217+4.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,602 | $197.0 萬 | 1.3% | −128−1.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,433 | $195.4 萬 | 1.3% | +13+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,549 | $166.5 萬 | 1.1% | +3+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,923 | $164.2 萬 | 1.1% | +39+0.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 47,799 | $160.0 萬 | 1.1% | +2,035+4.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 9,159 | $158.8 萬 | 1.1% | +27+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 47,598 | $137.0 萬 | 0.9% | +2,034+4.5% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 7,274 | $134.7 萬 | 0.9% | +29+0.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 9,155 | $120.8 萬 | 0.8% | +159+1.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,982 | $108.3 萬 | 0.7% | +101+0.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,390 | $108.1 萬 | 0.7% | +108+0.7% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 6,720 | $106.9 萬 | 0.7% | −37−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,700 | $104.0 萬 | 0.7% | +53+0.5% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,548 | $103.9 萬 | 0.7% | −872−6.0% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,845 | $97.1 萬 | 0.6% | +38+0.3% | 加碼 | – |
| DEDeere & Co | Stock | 2,306 | $93.4 萬 | 0.6% | −123−5.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $90.3 萬 | 0.6% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 7,871 | $88.0 萬 | 0.6% | −116−1.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,910 | $86.0 萬 | 0.6% | +224+3.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,102 | $80.3 萬 | 0.5% | +125+2.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,666 | $80.2 萬 | 0.5% | −460−4.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,708 | $75.7 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,556 | $73.6 萬 | 0.5% | +41+0.4% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 9,882 | $73.3 萬 | 0.5% | −66−0.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,128 | $70.6 萬 | 0.5% | −152−2.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,060 | $69.9 萬 | 0.5% | −15−0.3% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,709 | $65.9 萬 | 0.4% | +30.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,032 | $65.6 萬 | 0.4% | −20−0.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,617 | $64.8 萬 | 0.4% | +157+4.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,533 | $58.6 萬 | 0.4% | +51+0.8% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,341 | $57.3 萬 | 0.4% | +34+0.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,969 | $57.2 萬 | 0.4% | +41+0.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,468 | $53.9 萬 | 0.4% | +298+1.5% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,510 | $53.1 萬 | 0.4% | +29+0.3% | 加碼 | – |
| ORealty Income Corp | REIT | 8,740 | $52.3 萬 | 0.3% | +227+2.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 11,353 | $51.4 萬 | 0.3% | +9+0.1% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,170 | $50.1 萬 | 0.3% | +779+5.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,430 | $49.3 萬 | 0.3% | +657+5.1% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,817 | $48.9 萬 | 0.3% | −235−1.5% | 減碼 | – |
| KKellanova | Stock | 6,676 | $45.0 萬 | 0.3% | −46−0.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 13,378 | $44.7 萬 | 0.3% | −2,462−15.5% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,764 | $43.6 萬 | 0.3% | +25+0.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,397 | $42.9 萬 | 0.3% | −25−0.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,238 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 11,926 | $42.1 萬 | 0.3% | +45+0.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,191 | $41.6 萬 | 0.3% | +703+6.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 571 | $39.4 萬 | 0.3% | +18+3.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,278 | $39.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,088 | $38.7 萬 | 0.3% | +38+0.6% | 加碼 | – |
| TAT&T Inc. | Stock | 24,252 | $38.7 萬 | 0.3% | −415−1.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,231 | $38.2 萬 | 0.3% | +80+7.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,881 | $33.2 萬 | 0.2% | −229−7.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,448 | $32.7 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,237 | $32.4 萬 | 0.2% | +147+4.8% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,343 | $31.9 萬 | 0.2% | −493−12.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,004 | $30.1 萬 | 0.2% | +14+1.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 601 | $29.4 萬 | 0.2% | −28−4.5% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,632 | $28.7 萬 | 0.2% | +365+8.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,345 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 4,065 | $28.4 萬 | 0.2% | +11+0.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,019 | $27.8 萬 | 0.2% | +218+5.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,479 | $27.0 萬 | 0.2% | +103+4.3% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,713 | $25.7 萬 | 0.2% | −386−12.5% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,868 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,058 | $25.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,490 | $24.9 萬 | 0.2% | −61−3.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,471 | $23.3 萬 | 0.2% | −88−1.6% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,320 | $22.4 萬 | 0.1% | +42+1.0% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 6,226 | $22.2 萬 | 0.1% | −321−4.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,088 | $21.2 萬 | 0.1% | +4,088 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 2,563 | $20.9 萬 | 0.1% | −94−3.5% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,305 | $20.8 萬 | 0.1% | −250−3.3% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。